WP

WealthShield Partners Portfolio holdings

AUM $827M
1-Year Est. Return 15.07%
This Quarter Est. Return
1 Year Est. Return
+15.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$601M
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1 +$36.8M
2 +$12.3M
3 +$12.1M
4
GLD icon
SPDR Gold Trust
GLD
+$11.9M
5
VTV icon
Vanguard Value ETF
VTV
+$11.5M

Top Sells

1 +$8.53M
2 +$8.35M
3 +$6.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.27M
5
VB icon
Vanguard Small-Cap ETF
VB
+$5.22M

Sector Composition

1 Technology 7.25%
2 Financials 3.44%
3 Consumer Discretionary 2.71%
4 Healthcare 2.64%
5 Communication Services 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-3,343
302
-5,207
303
-116,305
304
-66,994
305
-1,665
306
-7,996
307
-3,406
308
-32,971